Tip #425: Track your parcels in CRM

Business Rule for parcel tracking

It’s great to see how new features like business rules and calculated fields are changing the status quo in CRM development world. Today’s guest post is from Matt Pope is a testimony to that. (Got a tip of your own? Send it to jar@crmtipoftheday.com) Delivery Tracking and delivery notifications I currently have a customer that […]

Tip #382: Training? On New Features? Free? Yes, Please!

All A lot of good things in this life are free. Including, as it turns out, some awesome CRM training videos. There is, I kid you not, the whole TRAINING TAB in the Dynamics CRM section on YouTube, and after a release becomes publicly available, Dynamics CRM Support Team publishes awesome training videos about the […]

Tip #174: Replace standard system dialogs

Dynamics CRM includes some system dialogs that are very useful, but cannot be customized. Some of these include close opportunity, resolve case, and others. Let’s say that you want to use the close opportunity button, but you don’t want to record revenue using the actual revenue field. Having users use the standard opportunity close dialogs […]

Tip #172: Easy forecasting with Dynamics CRM

I can see the future!

Dynamics CRM deployment can amass vast quantities of data, both relevant and irrelevant. If this information is not used, it’s a burden on your infrastructure (on premises) or your wallet (online), and a dead weight for your business. It’s important to know or, at very least, have appreciation of forecasting techniques, for example, as demonstrated […]

Tip #142: Piggyback customer’s CRM for support

If you are a solution provider, CRM consultant or ISV, most likely you provide support to end-users in some shape or form. That includes collecting bug reports and feedback from the users. Extend your solution and include one or two additional entities, starting, for example, with Product Feedback and Bug Report, so that users do […]

Tip #119: Help me – help you

Dialog: Microsoft Dynamics CRM has encountered an error

When CRM users see the infamous Microsoft Dynamics CRM has encountered an error dialog, they often select the option to send error report and honestly believe that system administrators, support, developers, all of the above will be getting a copy of the report that contains exact steps how to solve the problem. Explain to your […]

Tip #87: Somebody needs to own it

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One great question was how should you deal with issues that can be a problem for any enterprise system, such as performance, poor user adoption, duplicate data, and other […]

Tip #49: How to increase marketing email open rate

What now, your marketing emails are ignored and trashed without reading? You are not alone then. If you search internets in attempt to increase open rate for your emails, you’ll find plenty of advice, typically in the form of “{Random integer between 4 and 10} tips to improve your open rates“. Tips usually revolve around […]